Burney Company’s Vail Resorts MTN Stock Holding History

Burney Company’s Portfolio MTN Stock Details MTN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$340K	Sell	2,500 -4,115	-62%	-$536K	0.01%	513
2026 Q1	$849K	Buy	+6,615	New	+$902K	0.03%	358
2023 Q3	–	Sell	-1,110	Closed	-$279K	–	586
2023 Q2	$279K	Sell	1,110 -46	-4%	-$11.2K	0.01%	499
2023 Q1	$270K	Buy	1,156 +294	+34%	+$70.8K	0.01%	503
2022 Q4	$205K	Sell	862 -4,110	-83%	-$964K	0.01%	526
2022 Q3	$1.07M	Sell	4,972 -3,730	-43%	-$848K	0.06%	286
2022 Q2	$1.9M	Buy	+8,702	New	+$2.13M	0.1%	210

Other funds holding MTN

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OMC

Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Burney Company's MTN Position: Q2 2026 in Review

Burney Company reduced its Vail Resorts (MTN) stake by 62% in Q2 2026, selling an estimated $536K and leaving 2,500 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #513.

Burney Company first reported a position in MTN in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.9M in Q2 2022. 438 funds tracked by Wall St. Rank hold MTN as of Q2 2026.

Burney Company held 2,500 shares of Vail Resorts worth $340K as of Q2 2026.
Burney Company sold 4,115 Vail Resorts shares in Q2 2026, an estimated $536K.
Vail Resorts made up 0.01% of Burney Company's portfolio in Q2 2026, its #513 holding.
Burney Company first reported a position in Vail Resorts in Q2 2022 and has held it in 7 quarters since.
Burney Company's Vail Resorts position peaked at $1.9M in Q2 2022.
438 funds tracked by Wall St. Rank held Vail Resorts as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.